Allocator Index · CRD 285967

XYPN INVEST

Bozeman, MT · (360) 301-7579 · deltalakewm.com

SEC IAPD record ↗

Fit score

42

  • aum $250M-$3.0B+22
  • hnw>=75+16
  • employees 61-200+4

HNW clients

182

Other individuals

539

HNW assets

$301.0M

Total AUM

$1.25B

Employees

68

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.